Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Eversource Energy as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 806
- −36 vs. Q2 2023
- Shares held
- 280.0M
- +1.96M (+0.7%) vs. Q2 2023
- Total value
- $16.3B
- −$3.43B (−17.4%) vs. Q2 2023
- New holders
- 73
- 313 more added
- Sold out
- 109
- 272 more reduced
13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 62,693 | $3.65M | 0.08% | −786−1.2% | Reduced |
| Czech National Bank | 61,014 | $3.55M | 0.06% | +19,719+47.8% | Added |
| Neuberger Berman Group LLC | 61,005 | $3.55M | 0.00% | −76−0.1% | Reduced |
| CIBC Asset Management Inc | 60,501 | $3.52M | 0.01% | −1,902−3.0% | Reduced |
| Fisher Asset Management, LLC | 59,979 | $3.49M | 0.00% | −8,187−12.0% | Reduced |
| Utah Retirement Systems | 59,931 | $3.48M | 0.05% | +300+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 58,131 | $3.38M | 0.01% | −15,459−21.0% | Reduced |
| Janus Henderson Group PLC | 57,438 | $3.34M | 0.00% | +6,134+12.0% | Added |
| Two Sigma Advisers, LP | 56,800 | $3.30M | 0.01% | −61,900−52.1% | Reduced |
| Engineers Gate Manager LP | 56,468 | $3.28M | 0.12% | +17,767+45.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 56,096 | $3.26M | 0.02% | −3,982−6.6% | Reduced |
| Magnetar Financial LLC | 55,630 | $3.23M | 0.08% | +55,630 | New |
| Synergy Financial Management, LLC | 55,055 | $3.20M | 0.63% | −17,379−24.0% | Reduced |
| Kingsview Wealth Management, LLC | 54,940 | $3.19M | 0.11% | −873−1.6% | Reduced |
| Cetera Advisor Networks LLC | 54,356 | $3.16M | 0.02% | +9,649+21.6% | Added |
| Wasatch Advisors Inc | 54,300 | $3.16M | 0.02% | +23,925+78.8% | Added |
| New York Life Investment Management LLC | 54,017 | $3.14M | 0.03% | −300−0.6% | Reduced |
| Captrust Financial Advisors | 53,993 | $3.14M | 0.01% | +6,321+13.3% | Added |
| Amica Mutual Insurance Co | 53,790 | $3.13M | 0.37% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 53,708 | $3.12M | 0.05% | −6,805−11.2% | Reduced |
| Public Employees Retirement Association of Colorado | 52,027 | $3.02M | 0.02% | −4,560−8.1% | Reduced |
| Truist Financial Corp | 51,508 | $3.00M | 0.01% | −3,006−5.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 50,678 | $2.95M | 0.01% | +50,678 | New |
| Pinnacle Associates Ltd | 49,695 | $2.89M | 0.05% | −713−1.4% | Reduced |
| First Republic Investment Management, Inc. | 49,581 | $2.88M | 0.01% | +49,581 | New |
| Ossiam | 49,380 | $2.87M | 0.05% | −1,612−3.2% | Reduced |
| Mutual of America Capital Management LLC | 48,839 | $2.84M | 0.04% | −1,329−2.6% | Reduced |
| Putnam Investments LLC | 48,618 | $2.83M | 0.00% | +4,958+11.4% | Added |
| Weiss Asset Management LP | 47,083 | $2.74M | 0.22% | +47,083 | New |
| FIL Ltd | 46,305 | $2.69M | 0.00% | +4,262+10.1% | Added |
| Nisa Investment Advisors, LLC | 44,360 | $2.58M | 0.02% | +2,017+4.8% | Added |
| Bank of Nova Scotia | 44,095 | $2.56M | 0.01% | +150+0.3% | Added |
| ING Groep NV | 43,825 | $2.55M | 0.02% | −6,007−12.1% | Reduced |
| Daiwa Securities Group Inc. | 43,386 | $2.52M | 0.02% | −3,716−7.9% | Reduced |
| M&T Bank Corp | 43,011 | $2.50M | 0.01% | −1,014−2.3% | Reduced |
| Mackenzie Financial Corp | 44,222 | $2.48M | 0.00% | +11,372+34.6% | Added |
| State of Alaska, Department of Revenue | 41,779 | $2.43M | 0.03% | −1,435−3.3% | Reduced |
| Resources Management Corp | 40,007 | $2.33M | 0.38% | −972−2.4% | Reduced |
| Element Capital Management LLC | 38,980 | $2.27M | 0.20% | −7,666−16.4% | Reduced |
| Mariner, LLC | 38,483 | $2.24M | 0.01% | +5,713+17.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 38,400 | $2.23M | 0.03% | −47,500−55.3% | Reduced |
| AE Wealth Management LLC | 38,360 | $2.23M | 0.01% | +6,850+21.7% | Added |
| Prospera Financial Services Inc | 38,132 | $2.22M | 0.09% | +4,366+12.9% | Added |
| Shell Asset Management Co | 37,700 | $2.19M | 0.09% | −563−1.5% | Reduced |
| Neville Rodie & Shaw Inc | 37,698 | $2.19M | 0.20% | −418−1.1% | Reduced |
| Mercer Global Advisors Inc | 37,575 | $2.19M | 0.01% | −5,496−12.8% | Reduced |
| Baird Financial Group, Inc. | 37,403 | $2.17M | 0.01% | +3,104+9.0% | Added |
| Nissay Asset Management Corp | 37,220 | $2.16M | 0.02% | +1,383+3.9% | Added |
| Achmea Investment Management B.V. | 37,183 | $2.16M | 0.05% | −12,232−24.8% | Reduced |
| Blair William & Co | 36,720 | $2.14M | 0.01% | −6,026−14.1% | Reduced |
| Pacer Advisors, Inc. | 36,328 | $2.11M | 0.01% | +14,890+69.5% | Added |
| Fifth Third Bancorp | 36,245 | $2.11M | 0.01% | −20,853−36.5% | Reduced |
| Granite Bay Wealth Management, LLC | 31,500 | $2.10M | 0.02% | +31,500 | New |
| Schroder Investment Management Group | 35,736 | $2.08M | 0.00% | −16,893−32.1% | Reduced |
| Rafferty Asset Management, LLC | 35,576 | $2.07M | 0.01% | +3,721+11.7% | Added |
| Cetera Investment Advisers | 35,284 | $2.05M | 0.02% | +574+1.7% | Added |
| FORA Capital, LLC | 34,560 | $2.01M | 0.18% | +8,512+32.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,609 | $1.96M | 0.03% | +1,101+3.4% | Added |
| Unigestion Holding SA | 33,829 | $1.94M | 0.12% | −3,709−9.9% | Reduced |
| SG Americas Securities, LLC | 32,723 | $1.90M | 0.03% | +2,131+7.0% | Added |
| GWM Advisors LLC | 32,483 | $1.89M | 0.02% | +1,437+4.6% | Added |
| Crossmark Global Holdings, Inc. | 32,330 | $1.89M | 0.04% | −730−2.2% | Reduced |
| Blackhawk Capital Partners LLC. | 32,407 | $1.88M | 1.38% | +9,406+40.9% | Added |
| Versor Investments LP | 32,373 | $1.88M | 0.38% | +23,700+273.3% | Added |
| Somerset Trust Co | 32,096 | $1.87M | 0.85% | +332+1.0% | Added |
| Gulf International Bank (UK) Ltd | 31,890 | $1.85M | 0.05% | −3,230−9.2% | Reduced |
| Oxler Private Wealth LLC | 31,776 | $1.85M | 0.93% | −887−2.7% | Reduced |
| Vestcor Inc | 31,765 | $1.85M | 0.07% | −2,318−6.8% | Reduced |
| British Columbia Investment Management Corp | 31,728 | $1.84M | 0.02% | +299+1.0% | Added |
| CWM, LLC | 31,606 | $1.84M | 0.01% | +10,509+49.8% | Added |
| Siemens Fonds Invest GmbH | 31,525 | $1.83M | 0.19% | −4,033−11.3% | Reduced |
| Glenmede Trust Co NA | 31,169 | $1.81M | 0.01% | −10,153−24.6% | Reduced |
| Flagship Harbor Advisors, LLC | 31,163 | $1.81M | 0.15% | −1,290−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,092 | $1.81M | 0.03% | +384+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,089 | $1.81M | 0.03% | +300+1.0% | Added |
| Verity & Verity, LLC | 30,913 | $1.80M | 0.23% | −10,199−24.8% | Reduced |
| Tower Research Capital LLC (TRC) | 30,576 | $1.78M | 0.06% | +23,575+336.7% | Added |
| JustInvest LLC | 30,136 | $1.75M | 0.05% | +8,294+38.0% | Added |
| Penobscot Investment Management Company, Inc. | 29,972 | $1.74M | 0.24% | −3,670−10.9% | Reduced |
| Metis Global Partners, LLC | 29,294 | $1.70M | 0.08% | +3,799+14.9% | Added |
| Elo Mutual Pension Insurance Co | 29,116 | $1.69M | 0.05% | +423+1.5% | Added |
| Everence Capital Management Inc | 28,990 | $1.69M | 0.13% | +11,030+61.4% | Added |
| PFW Advisors LLC | 28,905 | $1.68M | 0.59% | +6,827+30.9% | Added |
| Westpac Banking Corp | 28,780 | $1.67M | 0.13% | −54,927−65.6% | Reduced |
| Duality Advisers, LP | 28,458 | $1.65M | 0.20% | +28,458 | New |
| Ieq Capital, LLC | 28,102 | $1.63M | 0.03% | +19,972+245.7% | Added |
| Cox Capital Mgt LLC | 27,907 | $1.62M | 1.14% | +2,375+9.3% | Added |
| Guggenheim Capital LLC | 27,649 | $1.61M | 0.01% | +3,565+14.8% | Added |
| Kinneret Advisory, LLC | 27,409 | $1.59M | 0.20% | −16−0.1% | Reduced |
| Jump Financial, LLC | 27,108 | $1.58M | 0.06% | +27,108 | New |
| Teacher Retirement System of Texas | 27,027 | $1.57M | 0.01% | −180,177−87.0% | Reduced |
| Oregon Public Employees Retirement Fund | 27,018 | $1.57M | 0.02% | −106−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 26,889 | $1.56M | 0.07% | +379+1.4% | Added |
| Epoch Investment Partners, Inc. | 26,715 | $1.55M | 0.01% | −182,886−87.3% | Reduced |
| Kentucky Retirement Systems | 26,711 | $1.55M | 0.05% | −1,337−4.8% | Reduced |
| STRS Ohio | 26,647 | $1.55M | 0.01% | +3,696+16.1% | Added |
| Miller Howard Investments Inc | 26,516 | $1.54M | 0.06% | −2,175−7.6% | Reduced |
| Northcape Wealth Management, LLC | 25,908 | $1.51M | 0.58% | +242+0.9% | Added |
| Lockheed Martin Investment Management Co | 22,200 | $1.50M | 0.12% | 00.0% | Unchanged |
| Ascent Group, LLC | 27,612 | $1.50M | 0.17% | −5,494−16.6% | Reduced |